Pension Leads
Financial-services marketing with an FCA-aware client approval workflow, agreed qualification and tracked outcomes.
Monthly managed retainer from £5,500/month or custom-priced pay per lead, subject to feasibility and an appropriate regulatory process. Setup and ad spend are scoped separately; qualification and exclusivity are agreed in writing.
Pension advice carries the heaviest regulatory scrutiny in UK retail finance, and lead generation is where most firms get exposed. We do not use urgency claims, projected returns or anything resembling advice in campaign creative. Prospects are told plainly that they will be contacted by a regulated firm to discuss their options.
Defined benefit transfer enquiries are handled separately and only for firms holding the relevant permission — we will ask to see it.
What we qualify before delivery
Approximate pot value, number of schemes, current age and target retirement age, whether the prospect is already receiving advice, and their stated reason for enquiring. Anything that reads as a pure information request rather than an advice need is filtered out.
The result is a smaller number of enquiries with a materially higher rate of converting into a fee-paying case.
- UK GDPR & PECR-aware outreach
- Documented data sources (FCA Register, Companies House)
- Your suppression lists honoured
- Your compliance team signs off all messaging
- Audit trail for every introduction
We are not authorised by the FCA. We cannot approve regulated financial promotions; your firm must arrange appropriate approval where required.
Consolidation, drawdown and at-retirement
Consolidation enquiries are the highest-volume segment and convert well because the prospect already knows they have a problem. At-retirement and drawdown enquiries are lower volume with far higher case values. Most firms run a blend and adjust the ratio once the first cohort has been through the pipeline.
Pricing and qualification criteria
We work two ways. Pay-per-lead means you pay only for enquiries that meet the criteria we agree in writing before the campaign starts — no retainer, no setup fee, no minimum term beyond the first batch. Retainer campaigns suit firms that want volume, multi-channel coverage and a dedicated SDR resource.
Every lead is scored before delivery on four things: regulatory eligibility, stated intent, timeframe, and whether the prospect matches the client profile you gave us. Anything that fails is replaced free of charge.